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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,287 | $90,486-70.9% | $78,676-66.6% | $273,972-90.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.07% | 75.62%-66.6pp | 62.19%-53.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $2,458 | $3,175-22.6% | $2,850-13.7% | $4,869-49.5% |
| Participant deferral / active EE | $1,270 | $3,901-67.5% | $3,517-63.9% | $5,287-76.0% |
| Admin fee / account holder | $2,515 | $5,263-52.2% | $4,510-44.2% | $10,133-75.2% |